Who do we work with?

Business owners

We know that managing your business and personal finances simultaneously can be challenging. Our advice harmonises both to ensure you achieve your goals.

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Senior executives

You work hard to achieve your career goals. We will work equally hard, on your behalf, to ensure you meet your short, medium, and long-term financial goals.

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Nearing retirement

We will help you make sense of your finances, putting a plan in place to meet your retirement goals, allowing you to leave your working life behind.

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Our Latest News

3 simple budgeting tips to prevent your clients from opening the Bank of Son and Daughter this autumn

October 22, 2020
For some, lockdown meant a chance to save. Others struggled financially, opening the Bank of Son and Daughter. These three simple budgeting tips could help Read more

The protection products your clients need to withstand a financial shock

October 22, 2020
With protection policies in place, your clients and their families will have peace of mind that they won't struggle financially if the unexpected happens Read more

How financial advice can improve your emotional wellbeing

October 16, 2020
Receiving regular advice can have a significant impact on your financial outcomes. But it can also help to improve your emotional wellbeing too. Here's how. Read more

3 scary mistakes for Business Owners to avoid this Halloween

October 16, 2020
We're halfway through the tax year and on the cusp of Halloween. After an unprecedented year for business owners be sure you're not making these scary mistakes. Read more

Meet the team
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What is
Discretionary Investment Management?

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UPDATE

12 things to think about when you inherit money

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“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”

Beverley Merrell
Partner BHW

“I have always found the quality of advice, technical knowledge and level of service is second to none. ”

Paul Clark
Managing Director, Westminster Building Company

“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”

James Burleigh
Managing Director, James Burleigh Furniture

“Boolers provided excellent advice when we needed it most.”

John Ikin
Partner, Fisher German

“Boolers have provided myself, family and business with pension and investment advice for over 30 years and continue to provide a high quality professional service to us all on an ongoing basis.”

Jared Mitchell
Managing Director, Morecrofts

“Chris Ball has been our Financial Adviser for many years and, from the start, we have been impressed with his strategic sense, his deep knowledge and his skills in helping us build our own successful retirement. He understands our aims and how to achieve them and has taken great care of us throughout. ”

David & Heather Purdey